Admin Guide - Auto Assign Mode

Inspire Planner users are able to automatically assign project tasks to resources using Project Teams and roles (for more information, please see Auto Assign Tasks to Project Team Members using Roles). With the Auto Assign Mode feature, users can specify when the task assignment takes place - immediately, on demand, or when the task is ready to start.

The help article will walk you through the necessary configurations to be able to use this feature.

Please note:

You must be a Salesforce System Administrator to complete the steps below.

Grant Access to Fields and Apex Classes

If you have custom permission sets, you will need to ensure that users have access to the "Auto Assign Mode" and "Execute Task Assignment" fields on the Project object. You will also need to grant access to the Apex Classes related to this feature.

Please note:

The following standard Inspire Planner Permission Sets already include access to these fields and apex classes.

• Inspire Planner Standard User - v1.12 Permissions
• Inspire Planner Standard User - Agile Project Management

1. Click on the Gear Icon in the top right corner and go to Setup.
   
   
2. Enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
3. Click on your custom permission set. The image below is just an example.
   
   
    
4. Click on Object Settings.
   
   
    
5. Click on Projects.
   
   
    
6. Click on Edit.
   
   
    
7. Enable both Read Access and Edit Access to the following fields:
   
   Auto Assign Mode
   Execute Task Assignment
   
   Click on Save when finished.
   
   
    
8. Next, within the same permission set, go to Apex Class Access.
   
   
    
9. Click on Edit.
   
   
    
10. Add the following Apex Classes:
    
    inspire1.ProjectSyncHandler
    inspire1.ProjectSyncHandlerTest
    inspire1.ProjectTasksAutoAssignHandler
    inspire1.ProjectTasksAutoAssignHandlerTest
    
    Click on Save when finished.
    
    
     
11. Repeat the steps above for all your custom permission sets.

Add Fields to Project Page Layout

You will need to adjust your project page layout and add the "Auto Assign Mode" and "Execute Task Assignment" fields to the page. 

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Project" in the Quick Find box and click on Project.
   
   
    
3. Go to Page Layouts and click on the page layout you are using. The image below is just an example.
   
   
    
4. From the list of fields, drag the "Auto Assign Mode" field to your desired area on the page. Do the same for the "Execute Task Assignment" field. Click on Save when finished.
   
   
    
5. If you also have Agile and Task List projects enabled, repeat the steps above for the page layouts you use for task list and agile projects.
   
    

Add Fields to Project Lightning Record Page

If you use Dynamic Forms for your Project Lightning record page, you will need to adjust it and add the "Auto Assign Mode" and "Execute Task Assignment" fields to the page. 

1. While still in the Project object, click on Lightning Record Pages. Click on the project Lightning page you are using. The image below is just an example.
   
   Please note:
   The following Lightning pages come with Inspire Planner and cannot be edited as they are part of a managed package. If you would like to edit them, you will need to clone them first, and then you can edit the clone.
   
   - Inspire Planner - Multi-Project Type
   - Inspire Planner - Multi-Project Type (LWC)
   - Inspire Planner - Project Lightning Layout
   - Inspire Planner - Project Lightning Layout (LWC)
   
   
    
2. Click on Edit.
   
   
    
3. On the page, click on the Details Tab.
   
   
    
4. In the panel on the left, click on Fields.
   
   
    
5. From the list of fields, drag "Auto Assign Mode" to your desired area on the page. Do the same for "Execute Task Assignment". Click on Save when finished. If you have not yet activated the project Lightning record page, you will also need to activate it.
   
   If you have agile and task list projects enabled, you will need to add these fields to the Details tab for agile and task list projects.